Every CRM feature your business needs,
in one connected platform.
Replace 6+ disconnected software subscriptions with a unified platform built specifically for modern business operations.
Explore features in depth
The complete module catalog
CRM & Customer 360
Centralize every client contact, meeting note, transaction history, and communication in one master profile.
Lead Capture & Scoring
Capture leads directly from your website, WhatsApp, and campaigns. Score leads automatically by engagement.
Visual Sales Pipeline
Interactive drag-and-drop Kanban deal board to manage quotes, negotiations, and closed-won contracts.
Invoicing & Tax Billing
Create beautiful, tax-compliant PDF invoices with configurable local VAT/tax rates, itemized discounts, and automated numbering.
Estimates & Quotations
Deliver modern interactive quotes that clients can accept online with 1-click conversion into active invoices.
Proposals & Digital Signatures
Send media-rich commercial proposals with legal digital signatures and milestone payment schedules.
M-Pesa STK Push & Paybill
Collect payments instantly via Safaricom Daraja STK prompt with real-time automatic ledger reconciliation.
Cards & Bank Wire Integration
Accept Visa, Mastercard, and direct bank transfers (EFT/RTGS) with automated currency settlement.
Expense Tracking & Cost Control
Log business receipts, categorize vendor payments, and allocate project-specific expenses to protect margins.
Project Milestones & Delivery
Break large client deliverables into organized milestone phases with automated client progress notifications.
Team Tasks & Subtasks
Assign responsibilities, set due dates, log billable hours, and collaborate with team members in real-time.
Client Contracts & Retainers
Manage service-level agreements (SLAs), monthly retainer hours, contract renewals, and formal NDAs.
Self-Service Client Portal
A dedicated white-labeled portal where your clients review quotes, track project delivery, and pay bills.
Customer Support Tickets
Manage client issue tickets, assign priority levels, monitor resolution SLAs, and maintain satisfaction.
P&L, Cashflow & Tax Analytics
Real-time financial charts, aged debtor reports, staff performance metrics, and exportable VAT reports.
Business Automation Engine
Set custom "When THIS happens, DO that" rules to eliminate manual busywork and follow-up delays.
Team Roles & Access Control
Manage multiple team members with granular permission levels for sales, operations, finance, and admins.
Multi-Currency & Global Invoicing
Bill international clients in USD, EUR, GBP, UGX, or TZS with real-time exchange rates and KES ledger conversion.
Experience all 18 modules in action
Create an instant sandbox account with pre-loaded demo invoices, leads, and M-Pesa simulator.